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iShares Morningstar Mid-Cap ETF

151 hedge funds and large institutions have $376M invested in iShares Morningstar Mid-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 48 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+10
Holders Change %
+7.09%
% of All Funds
2.44%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
21
Increased
40
Reduced
48
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FF
76
Financial Futures
New Jersey
$388K -$7.69K -131 -2%
HTC
77
Haverford Trust Company
Pennsylvania
$382K
GLA
78
Good Life Advisors
Pennsylvania
$368K -$9.86K -168 -3%
DWA
79
Divergent Wealth Advisors
Utah
$364K +$364K +6,206 New
AHC
80
Adell Harriman & Carpenter
Texas
$346K -$29.3K -500 -8%
Comerica Bank
81
Comerica Bank
Texas
$325K -$147K -2,368 -31%
ASN
82
Advisory Services Network
Georgia
$318K
TRCT
83
Tower Research Capital (TRC)
New York
$312K -$335K -5,706 -52%
LNC
84
Lincoln National Corp
Pennsylvania
$302K +$25.4K +433 +9%
PA
85
Procyon Advisors
Connecticut
$288K +$3.05K +52 +1%
IWM
86
IHT Wealth Management
Illinois
$270K -$235 -4 -0.1%
MA
87
Mutual Advisors
Nebraska
$252K +$6.45K +110 +3%
TC
88
TownSquare Capital
Utah
$249K +$249K +4,247 New
WMA
89
Wealth Management Associates
New Jersey
$248K
MCM
90
MAI Capital Management
Ohio
$246K +$8.21K +140 +3%
CCA
91
Clearwater Capital Advisors
Illinois
$229K
XF
92
XML Financial
Maryland
$225K
WWM
93
Windsor Wealth Management
Indiana
$218K
IAG
94
Ipsen Advisor Group
Arkansas
$217K +$217K +3,696 New
RSWM
95
Robertson Stephens Wealth Management
California
$209K +$209K +3,560 New
CTB
96
Country Trust Bank
Illinois
$183K
FCA
97
FinTrust Capital Advisors
South Carolina
$182K
BC
98
Barrett & Company
Rhode Island
$182K
FMII
99
Farmers & Merchants Investments Inc
Nebraska
$177K
Franklin Resources
100
Franklin Resources
California
$176K